Sterling Group Wealth Management, LLC: SPSM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sterling Group Wealth Management, LLC on SPSM, newest first. How the timeline and the estimate are built.
Sterling Group Wealth Management, LLC held 0 SPSM shares at 2025-09-30 per its 13F-HR filed 2025-10-06.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -8,936 shares
13F-HR 0002085853-25-000010 filed by Sterling Group Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 8,936 sharesChange vs previous 13F -2,075 shares
0.21% of the 13F portfolio, value $380,674.
13F-HR 0001667731-25-000792 filed by Sterling Group Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 11,011 sharesChange vs previous 13F -4,465 shares
0.24% of the 13F portfolio, value $448,789.
13F-HR 0001085146-25-002376 filed by Sterling Group Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 15,476 sharesChange vs previous 13F -3,684 shares
0.36% of the 13F portfolio, value $695,161.
13F-HR 0001085146-25-000315 filed by Sterling Group Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 19,160 sharesChange vs previous 13F not available
0.46% of the 13F portfolio, value $871,968.
13F-HR 0001085146-24-004685 filed by Sterling Group Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).